Client Portal

Walsh Accounting have recently installed a client portal to enhance our service to you. Where you can send and receive files of all type and size securely and easily via our website.

Benefits to you

  • Unprecedented access to such data as financial statements and income tax returns
  • Access 24/7 to your relevant documents
  • Better security than email
  • Easy transfer of files to Walsh Accounting – no need to deliver your accounting data file or scanned documents to our office, simply upload from your location

How to get started

  • You will soon receive an email inviting you to access the portal and set your passwords - after which you can log on and start sharing
  • Have a list of any documents you would like to access
  • Contact us for any assistance

When we upload a file to you

  • You will receive a notification via email with a link to the client portal
  • Click the link and enter your logon and password
  • Access your documents and download as needed

You can also upload a file to us

  • Use the same logon and password
  • Drag and drop files from your computer into the 'My Uploaded Files' area
  • The system will import the file into our document management system and alert the relevant team members in our office

If you have any queries in relation to this please do not hesitate to contact us.

Click here to login

Your Business

We offer a wide range of services to help you set up, run and grow your business as effectively and as stress free as possible.

FIND OUT MORE

You and your family

Need help getting your family finances in order? Our specialist services include Taxation, SMSF services, estate planning plus many more.

FIND OUT MORE

Your community

Our team can assist your community organisation with their financial reporting and auditing needs. 

FIND OUT MORE